DYNAMICS 365 AUTOMATICALLY EXPAND COLLAPSE BUSINESS PROCESS FLOW IN JAVASCRIPT

As you know, in Dynamics 365, business process flows are used to ensure that the users follow the same steps in order to achieve specific operation. It leads the users through the process by guiding them on what should be entered during each phase of it.

In the Unified Interface, the business process flow is by default collapsed and the user must click on it to see what is needed in this phase. However, you can still enhance this user experience, by dynamically showing and hiding the business process flow whenever it is needed. Therefore, the user can know when and what is needed in this phase of the process.

In the following points, we will see how to dynamically collapse and expand a business process flow (BPF) in JavaScript.

  1. First thing to know is that the BPF can have three display states: Expanded, Collapsed, and Floating
  2. The API client function that is used to define the display state of a BPF is setDisplayState
  3. In order to show the BPF as collapsed, you can use the following JavaScript snippet: formContext.ui.process.setDisplayState("collapsed");
    BPF display state 1

  4. In order to show the BPF as expanded, you can use the following JavaScript snippet: formContext.ui.process.setDisplayState("expanded");
    BPF display state 2

  5. In order to show the BPF as floating, you can use the following JavaScript snippet: formContext.ui.process.setDisplayState("floating");
    BPF display state 3

Bonus Tips:
  • In case you are using the Classic interface, the floating state is not supported
  • You can check as well how to change BPF stage in this article and what are some of the event handlers of the BPF in this article


Hope This Helps!

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